See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,650 | $85,766-23.5% | $136,294-51.8% | $70,131-6.4% |
| Participation rate | 82.4% | 74.2%+8.2pp | 81.9%+0.4pp | 69.5%+12.8pp |
| Annual return | 18.89% | 31.45%-12.6pp | 5155.94%-5137.0pp | 73.14%-54.3pp |
| Employer contribution / active EE | $887 | $2,966-70.1% | $4,695-81.1% | $2,342-62.1% |
| Participant deferral / active EE | $4,664 | $5,051-7.7% | $6,247-25.3% | $3,332+40.0% |
| Admin fee / account holder | $493 | $5,420-90.9% | $9,243-94.7% | $4,645-89.4% |